Delta Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Delta Capital Management’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Hold	7,000	–	–	0.47%	57
2026 Q1	$897K	Hold	7,000	–	–	0.49%	55
2025 Q4	$959K	Hold	7,000	–	–	0.54%	55
2025 Q3	$997K	Hold	7,000	–	–	0.52%	53
2025 Q2	$971K	Hold	7,000	–	–	0.54%	53
2025 Q1	$822K	Hold	7,000	–	–	0.48%	56
2024 Q4	$887K	Buy	+7,000	New	+$890K	0.51%	54

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Delta Capital Management's IWP Position: Q2 2026 in Review

Delta Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 7,000 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #57.

Delta Capital Management first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Delta Capital Management held 7,000 shares of iShares Russell Mid-Cap Growth ETF worth $1.02M as of Q2 2026.
Delta Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.47% of Delta Capital Management's portfolio in Q2 2026, its #57 holding.
Delta Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Delta Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.